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Disclosery

SageGuard Financial Group, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageGuard Financial Group, LLC on CAT, newest first. How the timeline and the estimate are built.

SageGuard Financial Group, LLC held 14,886 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,886 shares
    Change vs previous 13F -421 shares

    2.23% of the 13F portfolio, value $15,851,798.

    13F-HR 0002085853-26-000869 filed by SageGuard Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,307 shares
    Change vs previous 13F -43 shares

    1.68% of the 13F portfolio, value $10,844,132.

    13F-HR 0002085853-26-000465 filed by SageGuard Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,350 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $8,793,776.

    13F-HR 0002085853-26-000111 filed by SageGuard Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).